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Guerra Pan Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Guerra Pan Advisors’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47M Sell
27,273
-252
-0.9% -$22.4K 1.38% 19
2026
Q1 		$2.2M Sell
27,525
-503
-2% -$44.5K 1.36% 21
2025
Q4 		$2.96M Buy
28,028
+2
+0% +$220 1.76% 17
2025
Q3 		$3.22M Sell
28,026
-109
-0.4% -$12.1K 1.95% 15
2025
Q2 		$3.08M Buy
28,135
+2,801
+11% +$277K 2.03% 15
2025
Q1 		$2.25M Buy
25,334
+49
+0.2% +$4.84K 1.77% 17
2024
Q4 		$2.53M Buy
25,285
+4,007
+19% +$397K 1.83% 15
2024
Q3 		$1.9M Buy
21,278
+54
+0.3% +$4.63K 1.52% 21
2024
Q2 		$1.84M Buy
21,224
+83
+0.4% +$6.82K 1.54% 20
2024
Q1 		$1.8M Sell
21,141
-59
-0.3% -$4.98K 1.67% 18
2023
Q4 		$1.72M Buy
21,200
+515
+2% +$38.1K 1.64% 18
2023
Q3 		$1.41M Buy
20,685
+230
+1% +$16.1K 1.63% 16
2023
Q2 		$1.42M Buy
20,455
+405
+2% +$25.4K 1.57% 18
2023
Q1 		$1.22M Buy
20,050
+20
+0.1% +$1.12K 1.53% 19
2022
Q4 		$1.02M Sell
20,030
-150
-0.7% -$7.78K 1.4% 18
2022
Q3 		$1.04M Hold
20,180
– – 1.51% 18
2022
Q2 		$1.19M Hold
20,180
– – 1.48% 19
2022
Q1 		$1.21M Hold
20,180
– – 1.46% 22
2021
Q4 		$1.6M Buy
+20,180
New +$1.69M 1.59% 18

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guerra Pan Advisors's IGV Position: Q2 2026 in Review

Guerra Pan Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.92% in Q2 2026, selling an estimated $22.4K and leaving 27,273 shares worth $2.47M. The position accounts for 1.38% of the portfolio, ranked #19.

Guerra Pan Advisors first reported a position in IGV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.22M in Q3 2025. 880 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Guerra Pan Advisors held 27,273 shares of iShares Expanded Tech-Software Sector ETF worth $2.47M as of Q2 2026.
  • Guerra Pan Advisors sold 252 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $22.4K.
  • iShares Expanded Tech-Software Sector ETF made up 1.38% of Guerra Pan Advisors's portfolio in Q2 2026, its #19 holding.
  • Guerra Pan Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and has held it in 19 quarters since.
  • Guerra Pan Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $3.22M in Q3 2025.
  • 880 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.